Affinity Financial - The Walker Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Affinity Financial – The Walker Group LLC provides portfolio management, financial planning, retirement/IRA rollover advice, and ongoing financial consulting to individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans. The firm reports managing about $42.1 million in discretionary assets for roughly 102 clients and also works with clients to coordinate held‑away workplace accounts.
The firm documents client objectives in a written Investment Policy Statement and typically operates with discretionary trading authority to implement asset allocation, selection, and ongoing monitoring. Its investment process draws on fundamental, quantitative, technical, and modern portfolio theory analyses, and it uses a range of strategies (including long‑term investing, options, margin and short sales) while leveraging third‑party tools such as a held‑away account platform and Charles Schwab’s Institutional Intelligent Portfolios for automated rebalancing and tax‑loss harvesting.
Noteworthy features compared with many peers include the offering of free, educational seminars and workshops on general financial topics and an Integrated Asset Management service that includes due diligence and monitoring of private investment funds for qualified/accredited clients. The firm discloses outside business activities — including insurance sales and several real estate interests — in its brochure and documents those relationships as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $25,000
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
On-going financial consulting fees of $300 per year, payable monthly, quarterly, or annually
Account minimum: $2,000 (minimum annual fee for Integrated Asset Management services) Minimum fee: $2,000 minimum annual fee for Integrated Asset Management services
Main office
Zionsville IN
Advisors at this office
1
Most active in
Indiana · Texas
Also doing business as
Affinity Financial The Walker Group LLC · Affinity Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)